BANK OF MONTREAL /CAN/
Holdings in WLY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $13,526,299 | 441,603 | Shares | Defined | 2026-02-12 |
| 2025-06-30 | $272,599 | 6,108 | Shares | Defined | 2025-08-05 |
| 2025-03-31 | $276,271 | 6,200 | Shares | Defined | 2025-05-13 |
| 2024-03-31 | $7,205,806 | 188,980 | Shares | Defined | 2024-05-13 |
| 2023-09-30 | $223,873 | 6,023 | Shares | Defined | 2023-11-01 |
| 2023-03-31 | $283,756 | 7,319 | Shares | Defined | 2024-06-13 |
| 2022-12-31 | $282,582 | 7,054 | Shares | Defined | 2023-02-01 |
| 2022-09-30 | $165,976 | 4,419 | Shares | Defined | 2022-11-10 |
| 2022-06-30 | $199,398 | 4,175 | Shares | Defined | 2022-08-11 |
| 2022-03-31 | $208,195 | 3,926 | Shares | Defined | 2022-05-12 |
| 2021-12-31 | $225,013 | 3,929 | Shares | Defined | 2022-02-11 |
| 2021-09-30 | $225,286 | 4,315 | Shares | Defined | 2021-11-12 |
| 2021-06-30 | $245,233 | 4,075 | Shares | Defined | 2021-08-12 |
| 2021-03-31 | $178,263 | 3,289 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $188,621 | 4,131 | Shares | Defined | 2021-02-12 |
| 2020-09-30 | $760,722 | 23,990 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $1,164,657 | 29,863 | Shares | Defined | 2020-08-12 |
| 2020-03-31 | $1,052,831 | 28,083 | Shares | Defined | 2020-05-13 |